SBL
IFLN

Sargent Bickham Lagudis’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Sargent Bickham Lagudis’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3
Closed – – 764
2019
Q2 		$0 Buy
+3
New +$56 ﹤0.01% 797
2018
Q3 		– Sell
-2,992
Closed -$55K – 782
2018
Q2 		$55K Buy
+2,992
New +$55.3K 0.01% 342

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Sargent Bickham Lagudis's IFLN Position: Q3 2019 in Review

Sargent Bickham Lagudis sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2019, closing a stake of 3 shares.

Sargent Bickham Lagudis first reported a position in IFLN in Q2 2018 and held it in 2 quarters. The position peaked at $55K in Q2 2018. 146 funds tracked by Wall St. Rank hold IFLN as of Q3 2019.

  • Sargent Bickham Lagudis reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2019 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 3 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2019.
  • Sargent Bickham Lagudis first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2018 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $55K in Q2 2018.
  • 146 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2019, filed 14 Sep 2021.